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Fractional Portfolio Manager, Advisor Network

Job Description:

  • Provide expert portfolio management advice to alternative asset managers and family offices
  • Manage and oversee investment portfolios, including portfolio optimization, investment selection, cash management, and risk management
  • Develop and direct investment programs designed to achieve client objectives
  • Analyze portfolios, determine asset allocation, and select underlying investment strategies
  • Research, propose, and implement financial solutions and investment strategies
  • Conduct fundamental research on investments and synthesize qualitative and quantitative data for investment decisions
  • Prepare investment data and provide portfolio, fund, and performance analytics
  • Build reporting and analysis for internal and external stakeholders
  • Streamline and automate processes for security selection, position weighting, and buy/sell recommendations
  • Identify risks, mitigations, improvement areas, and value-add opportunities
  • Ensure timely completion of training, compliance reporting, and investment trade processing
  • Determine acceptable client risk levels based on time frames, preferences, expectations, and market conditions
  • Evaluate portfolio performance and regulatory compliance, including investor disclosures, privacy laws, anti-money laundering, and anti-fraud requirements
  • Help clients develop action plans, implement policies and controls, review resources, track KPIs, and maintain consulting records

Requirements:

  • Minimum Bachelor’s Degree in Accounting, Finance, Business Administration, or a related field
  • CFA designation
  • Minimum 10+ years of specific portfolio management experience with consistent long-term investment performance meeting objectives
  • 5+ years of analyst experience and/or extensive industry experience preferred
  • Deep knowledge of trading
  • Understanding of investing styles across public and private markets, asset allocation, and portfolio construction
  • Knowledge of investment and portfolio management theory, accounting and financial principles, investment strategies, and instruments
  • Solid knowledge of asset allocation, portfolio construction, and portfolio risk management
  • Proficiency in spreheets, databases, and software such as Morningstar Direct, Microsoft Office, FactSet, Bloomberg, and BlackRock Aladdin
  • Excellent written and verbal communication skills
  • Outstanding analytical skills; detail-oriented, proactive, and self-motivated
  • Ability to collaborate and partner cross-functionally with internal stakeholders
  • Experience with or comfort in ambiguous roles requiring creative analysis and action
  • Proven ability to work independently, prioritize work, and achieve results
  • Ability to quickly build rapport and work with a team
  • CFP or other industry designations are a plus
  • MBA or advanced degree in Accounting, Financial, Mathematical, or Quantitative Analysis is a plus

Benefits:

  • Access to project-based engagements with hedge funds, private equity firms, and family offices
  • Access to opportunities through Arootah’s curated advisor network
  • Alt-industry-only engagements
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